Covisum vs Holistiplan
CovisumFaculty Management Software
HolistiplanFinancial Advisory Practice
From $1,599 / yrPublished price
Covisum Faculty Management Software Grow your financial planning business with elite software | Holistiplan Financial Advisory Practice Tax planning software for financial advisors automating tax return analysis and client-ready reports. | |
|---|---|---|
| Overview | ||
| Category | Faculty Management Software | Financial Advisory Practice |
| What it is | Social Security claiming and retirement income planning platform for financial advisors. | Tax planning software for financial advisors automating tax return analysis and client-ready reports. |
| Pricing | ||
| Published price | Covisum publishes a numeric starting price of $39.99 on its current pricing materials. Higher tiers, usage, support, or contract terms may increase the total cost. | From $1,599 / yr Holistiplan lists Basic Tax at $1,599 annually and Premium Tax at $1,999 annually. Plans include a 7-day trial and scale by household count. |
| Pricing model | Tiered plans | Tiered plans |
| Free options | No free plan · Free trial | No free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2012 | 2019 |
| Team size | 11-50 employees | 11-50 employees |
| Headquarters | Leawood, KS | St. Cloud, MN |